Terrence Boyd, Jr. Email & Phone Number

Menlo Park, California, United States

San Francisco Bay Area

Manage Global Treasury Function- Cash Management- Cash Flow Forecasting- Bank Account ManagementDebt Management- Debt Facility Operations- Commercial Paper OperationsFX Management- Develop FX Trading Strategy- Created FX Hedging StrategyInvestment Management- Sourcing Investment OpportunitiesIntercompany Transactions

Cash Positioning/Cash Management-Daily Liquidity Management-Short-term multi-currency forecasting-Long-term cash forecasting using the Direct Cash Method-Money Market Fund management Foreign Exchange Back Office-FX back office for spot and forward trades-Manage monthly intercompany funding and FX settlement-Experience with NDF currenciesBank Account.

San Jose, California

Cash Management: Monitor daily liquidity; perform bank account and online banking portal administration; have monthly, quarterly, and annual accounting and audit preparation responsibilities.Investment Management and Compliance: Review company's investment portfolio; monitor investment policy compliance; and assist in investment portfolio report.

Stanford, CA

• Stanford University is an premier research institution for higher learning.At Stanford, my responsibilities include:
• Develop and manage the financial operations of the Department of Linguistics ($4 million), and the Symbolic Systems Program ($1 million).
• Work closely with Stanford faculty to develop multi-year grant proposals based on cost accounting principles. Upon proposal funding, I ensure compliance with federal and University policies.
• Create financial planning and analysis spreadsheets to forecast and project financial obligations against funding sources.
• Build financial models using excel to analyze spending trends over various time periods to ensure that upcoming projects and monetary commitments will be adequately funded.
• Recommend ways to cut direct costs, lower indirect costs, or reallocate costs for department resource planning.

Oakland, CA

• ACERA is the pension plan administrator for Alameda County employees.At ACERA, my responsibilities included:
• Sourced investment opportunities in the Private Equity asset class as a member of the Investment Team of a $4.6 billion pension fund.
• Led team in overseeing four top tier private equity investments in the fund’s alternatives portfolio with cumulative investments totaling $95 million.
• Oversaw ongoing due diligence efforts and managed investment manager's portfolios in the public equities, fixed income, and real estate asset classes.
• Analyzed investment strategies, portfolio construction, and performance attribution of domestic equity, international equity, real estate, and fixed income investment managers.
• Conducted due diligence reviews of current and prospective investment managers; typically reviewed four to six managers per month.

East Palo Alto, CA

• Nelson Roberts is a botique investment advisor firm that offers wealth and asset management services to high-net-worth individuals.At Nelson Roberts, my responsibilities included:
• Executed all of the firm’s equity and mutual fund trades for over 250 client portfolios; provided critical support to fixed income trader.
• Managed $8 million in mutual fund accounts, which included researching potential investments, monitoring investment performance, and rebalancing accounts as needed.
• Created stock screenings and economic statistic reports for various industries and sectors to identify potential investments with attractive business fundamentals.
• Reviewed client portfolios on a weekly basis with the partners and executed trades based on security allocations and portfolio performance variances.
• Created and updated clients’ Wealth Analysis to analyze clients’ financial statements and current and future cash needs. Recommended strategies to partners and clients to improve clients’ financial security.

Mba, Finance, Strategy, General

Activities and Societies: Dean Student Advisory Council Member

Bachelor Of Commerce (B.Com.), Banking, Corporate, Finance, And Securities Law

Activities and Societies: Director, Multicultural Center, 2005 - 2006. Co-President, Igwebuike (Black Student Union), 2004 - 2005..